Financial Operations Associate
Ascendo Resources
Boca Raton, FL0–2 yrs5h agovia LinkedIn
This job at a glance
- Who can apply
- New grads and up to 2 years · Bachelor's degree
- Must know
- OperationsCustomer serviceCRMMicrosoft Office
- Nice to have
- Marketing
- Work
- On-site in Boca Raton
- Pay
- Not stated by the employer.
- Skill demand
- Microsoft Office45%Operations41%Customer service5%CRM1%of 100 similar entry-level jobs posted in the US this week
- Listed
- Nov 1, 2026 · still open
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About the Role
Join a growing team in the Boca Raton area as a Financial Operations Associate. This role supports daily client account servicing and operational activities within a financial services firm, offering a combination of client service and back-office support.
Key Responsibilities
- Provide day-to-day operational support for client accounts, ensuring accurate and timely processing.
- Assist with account opening, maintenance, and documentation in compliance with regulatory requirements.
- Process financial transactions, including wire transfers, asset movements, trade settlements, and account updates.
- Respond to client inquiries and service requests, escalating complex issues when necessary.
- Maintain accurate client records and ensure data integrity across internal systems.
- Collaborate with trading, compliance, and portfolio management teams to resolve operational issues.
- Assist with preparing client reports, account statements, and performance summaries.
- Follow established policies, procedures, and applicable regulatory guidelines.
Qualifications
- Bachelor's degree in business, finance, marketing, or a related field preferred.
- Previous experience in financial services, operations, or client support.
- Strong interpersonal and communication skills, with the ability to build positive client relationships.
- Excellent analytical and problem-solving abilities, with a proactive approach to resolving issues.
- Strong organizational skills and the ability to manage multiple priorities and deadlines.
- Proficiency in Microsoft Office and familiarity with CRM platforms and client service systems.